Administrative Assistant

Our fast-growing & thriving team is seeking a highly energetic highly professional Administrative Assistant. This role is critical to the overall success of our team and will help us operate efficiently day-to-day by supporting team members on various administrative tasks projects and business initiatives. We seek an Administrative Assistant who is organized detail-oriented flexible able to multi-task and supports others. This position allows us to be a high-functioning team through data management account management project implementation client communications and upholding our strong vibrant inclusive culture.

Essential Responsibilities

• Provide administrative support to the team including managing calendars and email and coordinating schedules. 
• Facilitate travel logistics for Partners and Advisors booking flights hotels and rental cars.
• Draft and manage correspondence including letters and thank you notes and manage communications for client reviews.
• Manage business systems to ensure team functionality.
• Generate ideas for and plan team meetings.
• Enhance client experience through bulk email communications and organizing meetings.
• Assist with the creation and distribution of educational and promotional materials to enhance client and prospect engagement.
• Handle inbound and outbound mail for clients and team members.
• Maintain and organize client files including scanning documents.
• Lead and assist with the planning coordination and execution of events for the team and their clients.
• Other miscellaneous duties as required.

Qualifications :

• 3 years related experience
• Proficient in Microsoft Office applications and interest in learning other systems and platforms
• Must be authorized to work in the United States

Additional Information :

This is a full-time non-exempt role offering flexible work options including fully remote hybrid or in-office.

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families: 

• Paid holidays
• Paid time off (PTO)
• Employer cost-shared medical and dental insurance
• Employer paid short-term disability long-term disability AD&D insurance and basic life insurance
• 401k Match 50% of employee contributions up to 6% of compensation
• Discretionary annual profit-sharing bonus
• Paid parental leave
• Professional development reimbursement
• Paid volunteer time off (VTO)
• Employee referral incentive bonus program
• Onsite wellness programs & rewards
• Employee engagement activities

Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65.  We also do not allow outside business activities insurance commissions and/or trails. 

Remote Work :

No

Employment Type :

Full-time